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AdvyzonPosted 1 month ago

Data Service Group Specialist - Chicago

$60,000–$70,000 year

On-siteChicago, Illinois, United States

Full TimeSenior LevelSmallFintech Services

Job Summary

Serve as the primary contact for clients via ticketing and phone, addressing inquiries specific to custodial data, performance calculations, new data feeds, data aggregation, account reconciliation, and account and security merges. Investigate and resolve product or service issues, escalating to technical teams when necessary, while maintaining up-to-date records of client interactions using CRM and support ticketing systems. Collaborate with product, development, and sales teams to relay client feedback and contribute to continuous product improvement. Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets. Maintain high quality standards in communication and accuracy to achieve strong CSAT scores.

Required Qualifications

  • Bachelor's degree in Business, Finance, Computer Science, or a related field preferred
  • 2+ years of experience in client support, customer success, or technical support
  • Experience with portfolio accounting systems, portfolio reconciliation and/or account aggregation preferred

Desired Qualifications

  • Experience with CRM platforms (e.g., Salesforce, RedTail) and support tools (e.g., HubSpot, Jira)
  • Experience in a FinTech, SaaS, or financial services environment

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